James Fortune is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 23 years. Outside of his advisory role, he consults on general financial literacy and education. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach using firm-approved analytical tools.

Daniella Faber is a Series 66-licensed advisor at OSAIC with less than one year of industry experience. Her prior roles include positions at BOK Financial and DP Financial & Tax, Inc., as well as work with Oral Roberts University and Meiya Jewelry. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct and manage diverse portfolios for individual and institutional investors.

Connor Peters is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at LGT Capital Partners and Benchmark Food Group. He serves as a finance committee member for the Child Advocacy Network in Tulsa, Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Lee Wadkins III is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Principal Securities Inc. and Principal Life Insurance Company. Wadkins also operated Orvis & Wadkins Financial Advisors, LLC for over a decade in addition to his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Terri Havenstrite is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at BOK Financial Securities and First Allied Securities. She is also a certified Oklahoma Notary Public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Cory Jobe is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. Jobe owns and operates two financial services entities in Tulsa, providing a range of investment products including mutual funds, stocks, bonds, insurance, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with a comprehensive investment platform that includes model portfolios, third-party money managers, and both discretionary and non-discretionary account management.

Jeana Keeter is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured planning tools and models, managing approximately $2.74 trillion in client assets.

David Guier is a financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, and specialized areas such as business-owner transition and special-needs analysis. The firm employs proprietary research and tools to develop tailored client recommendations, with implementation options through brokerage or advisory programs.

Kevin Graefe is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, wrap fee strategies, and affiliated investment options, supported by a large network of advisors and branch offices nationwide.

Monica Freeny is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2012. Outside of her advisory role, she is involved as a board member and vice president of trucking businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pensions, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Jennifer Standley is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Based in Tulsa, OK, she specializes in serving a wide range of clients within the firm’s institutional framework. Stifel serves individuals, institutional clients, charitable organizations, and municipal entities by providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance without automatic implementation or ongoing monitoring.

Nicholas Pavlis is a financial advisor at Morgan Stanley with 15 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. and J.P. Morgan Securities, including roles at JPMorgan Chase bank NA. He holds Series 65 and Series 66 credentials. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning tools supported by its Global Investment Committee.

Vallie Carney is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. She has been with Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Randall Fidler is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He worked at Prudential Equity Group from 1998 to 2002 before joining LPL Financial, where he has been since 2002. Beyond his advisory role, he owns Fidler's Bend Outdoor Adventure LLC and Fidler's Bend RV, LLC, which are non-investment-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party investment strategies.

Jessica Powers Helms is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2011 and also has experience at Bank of America, N.A. since 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashton Gunter is a Senior Financial Advisor based in Tulsa, Oklahoma, associated with Merrill Lynch Wealth Management and a member of CPL Wealth Management & Associates. She specializes in working with wealthy families to address their complex financial needs, focusing on family wealth management strategies, legacy planning, personal retirement planning, and values-based, socially responsible, and ESG investing. Ashton also dedicates efforts to supporting women in wealth management. She began her career at Merrill Lynch Wealth Management in 2015 after earning a Bachelor of Science degree in Finance from Oklahoma State University. Ashton holds the Professional Investment Advisor (PIA) designation, reflecting her commitment to professional development. Outside of her advisory role, Ashton served as president of Merrill's Tulsa Women's Exchange Chapter for six years and contributes to communities through involvement with organizations such as Junior Achievement and Special Olympics. She enjoys golfing, music, reading, and spending time with her family.

Howard Hermes Jr. is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2003, following a tenure at Axa Advisors. Outside of his advisory role, he is involved in motivational speaking to local groups and organizations. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Dorothy Reimer is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James Financial and All Seasons Wealth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Stephen Brady is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a co-owner of SoccerCity Tulsa and Oklahoma City, an indoor soccer facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various direct and employer-based financial planning arrangements.

Donald Lehman is a Wealth Management Advisor and co-senior partner in the 13-person MLCS group at Merrill Lynch Wealth Management in Tulsa, Oklahoma. He began his financial services career in 1986 and has held a variety of positions that have provided him with diverse perspectives on financial markets and wealth management. His experience includes serving as an NASD/FINRA arbitrator for more than 20 years. Don and his team assist high-net-worth individuals and families, business owners, and corporate executives with corporate executive services, family wealth management strategies, individual and corporate investment strategy, and retirement income. His group has been recognized as a top 100 High Net Worth Team by Forbes in 2022 and 2023. Don has been named to Barron's Top 1,200 Financial Advisors annually from 2011 through 2020, and again in 2023 through 2025, as well as to the Top 10 in Oklahoma. He was also named to Forbes' Best-in-State Wealth Advisors list for Oklahoma from 2018 to 2025 and was recognized by The Financial Times as one of the top 400 Financial Advisors in America in 2015 and 2016. Donald earned a bachelor's degree from the University of Oklahoma and a Masters of Business Administration from the Cox School of Business at Southern Methodist University. He holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). His community involvement includes past service as treasurer of the Tulsa SPCA, membership on finance committees for Southern Hills Country Club, Saint John’s Episcopal Church, Monte Cassino School, the HOW Foundation, and the Beta Theta Pi Housing Corporation at the University of Oklahoma. In 2015, he was appointed by Governor Fallin to the Professional Responsibility Tribunal for the Oklahoma Bar Association, which oversees disciplinary proceedings for lawyers in the state. Don enjoys football, golfing, reading, and spending time with his family.